Skill: Odoo Documents & Attachments

This skill provides the agent with functional expertise in Odoo's file management ecosystem, covering the foundational attachment layer and the advanced Document Management System (DMS).

Core Mandates

1. Dual-Layer Architecture

Understand the distinction between the two layers of file management:

• Base Attachments (ir.attachment): Foundational binary storage. Linked to records via res_model and res_id. Use this for standard file storage on any record.
• Managed Documents (documents.document): The DMS layer. Provides workspaces, tags, and approval workflows.
• Mandate (Odoo 18+): In newer versions, folders and workspaces are unified into the documents.document model. Check the type field ('binary', 'url', or 'folder').

2. Workspace & Folder Organization

• Hierarchy: Managed via folder_id (pointing to another documents.document in Odoo 18+).
• Mandate: When creating or moving documents, always ensure they are assigned to the correct parent folder to maintain system-wide organization.

3. Workflows & Approvals

• Validation: Use Odoo Activities (mail.activity) linked via request_activity_id to manage internal approval requests (e.g., "Validate this Vendor Bill").
• External Signatures: Documents requiring external signatures typically link to the Odoo Sign app.
• Mandate: Do not bypass validation steps. If a document has a pending approval activity, the agent must acknowledge it before executing further state changes.

4. Sharing & Permissions

• Internal Access: Controlled via access_internal (view, edit, none) on the document.
• Granular Sharing: Managed via the documents.access model, linking specific Documents to specific Partners.
• Public Links: Controlled via access_via_link and document_token.

Available Resources

• documents-logic.md: Deep-dive into Odoo 18 architectural changes, OCR/Action workflows, and attachment linking logic.
• documents-fields.json: Dense technical map of fields for Document, Attachment, Folder, and Access models.